Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

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Thematic (Sector/Industry)

<ul>
<li>Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos.</li>
<li>ASEAN is a critical component of SE Asian stability, partnership with the US and should be a united front in protesting Chinese intrusions into the South China Sea.</li>
<li>A high-profile spat with Philippine president Duterte was an unfortunate distraction and an unhelpful development for the Philippines which benefits from strong U.S. support.</li>
<li>Thailand and Malaysia look like the best opportunities in ASEAN in the medium-term.</li>
<li>BUY…</li>
</ul>


Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos.
ASEAN is a critical component of SE Asian stability, partnership with the US and should be a united front in protesting Chinese intrusions into the South China Sea.
A high-profile spat with Philippine president Duterte was an unfortunate distraction and an unhelpful development for the Philippines which benefits from strong U.S. support.
Thailand and Malaysia look like the best opportunities in ASEAN in the medium-term.
BUY…


Takeaways from ASEAN - Investment Opportunities

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<ul><li>Of the actively traded stocks listed on SGX, Singapore Medical Group saw the biggest jump in volume in August compared to its three-month average volume. The stock also gained 91.4% in August and earlier in the month reported a turnaround net profit of S$0.8 million for 1H2016 compared to a net loss of S$0.1 million in 1H2015.</li></ul><ul><li>
Consumer Staples plays, Sheng Siong Group and Dairy Farm International Holdings were also amongst the 10 actively traded stocks that saw the biggest jump in August volume.…</li></ul>

Of the actively traded stocks listed on SGX, Singapore Medical Group saw the biggest jump in volume in August compared to its three-month average volume. The stock also gained 91.4% in August and earlier in the month reported a turnaround net profit of S$0.8 million for 1H2016 compared to a net loss of S$0.1 million in 1H2015.
Consumer Staples plays, Sheng Siong Group and Dairy Farm International Holdings were also amongst the 10 actively traded stocks that saw the biggest jump in August volume.…

10 Biggest Volume Jumpers in August Spanned Seven Sectors

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

Singapore’s GDP grew by 1.8% y-o-y in 1Q2016 similar to the growth experienced in the previous two quarters. Private consumption expenditure contributed about one-percentage points while government expenditure contributed 0.7 percentage points to the growth. Net exports detracted 3.8% from GDP growth the in quarter ended March 2016.While services sector remains a major contributor to overall GDP, 1Q2016 saw its contribution decelerate from 2.8% in 1Q2015 to 0.9% in 1Q2016 while that of goods…

Singapore’s GDP grew by 1.8% y-o-y in 1Q2016 similar to the growth experienced in the previous two quarters. Private consumption expenditure contributed about one-percentage points while government expenditure contributed 0.7 percentage points to the growth. Net exports detracted 3.8% from GDP growth the in quarter ended March 2016.While services sector remains a major contributor to overall GDP, 1Q2016 saw its contribution decelerate from 2.8% in 1Q2015 to 0.9% in 1Q2016 while that of goods…

Singapore: GDP Grows by 1.8% in 1Q2016 Driven by Consumption Expenditure

Award-winning Financial Journalist

Ashish Saxena

Equity Bottom-Up

Yangzijiang Shipbuilding / Equity Bottom-Up

<a href="https://www.smartkarma.com/entities/660" target="_blank" data-smartkarma-citation="entities:660">Yangzijiang Shipbuilding</a> is in focus after orders worth US$ 510 mln from ICBC Leasing.Trading at about 12% above its multi-year lows, the stock appears attractive based on its order book, dividend yield, book value, latest earnings and brokers' targets.Recovery in Baltic Dry Index from 290 points on February 10 to 560 points as of today is likely to provide downside protection to investors.Read more to know how attractive are the stock's valuations and what investors should be careful about.…

Yangzijiang Shipbuilding is in focus after orders worth US$ 510 mln from ICBC Leasing.Trading at about 12% above its multi-year lows, the stock appears attractive based on its order book, dividend yield, book value, latest earnings and brokers' targets.Recovery in Baltic Dry Index from 290 points on February 10 to 560 points as of today is likely to provide downside protection to investors.Read more to know how attractive are the stock's valuations and what investors should be careful about.…

Yangzijiang Shipbuilding: Would You Bet On A 4.6% Tax-Exempt Dividend Yield In Less Than 45 Days?

Transport Sector, China and Asia-focused Research

Charles De Trenck

The BDI, the bulk index for dry commodities, has rebounded to 400 levels (still disastrous) &nbsp;from 300 levels a few weeks ago, with the small bounce no doubt also caught up in the recent iron ore excitement. The BDI short term did not seem to be affected by China announcing a new deal to build more supersized Valemaxes at Chinese yards. The deal is to build 30 x 400,000 dwt vessels for $2.5bn for deliveries beginning in 2018. At first I wasn&rsquo;t going to write this up. But then more related news items appeared to warrant underscoring a few points.

The BDI, the bulk index for dry commodities, has rebounded to 400 levels (still disastrous) &nbsp;from 300 levels a few weeks ago, with the small bounce no doubt also caught up in the recent iron ore excitement. The BDI short term did not seem to be affected by China announcing a new deal to build more supersized Valemaxes at Chinese yards. The deal is to build 30 x 400,000 dwt vessels for $2.5bn for deliveries beginning in 2018. At first I wasn&rsquo;t going to write this up. But then more related news items appeared to warrant underscoring a few points.

Singapore

Yangzijiang Shipbuilding (Holdings) Limited builds a wide range of ships. The Company produces a wide range of commercial vessels, mini bulk carriers, multi-purpose cargo vessels, containerships, chemical tankers, offshore supply vessels, rescue and salvage vessels, and lifting vessels.

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Yangzijiang Shipbuilding (YZJSGD SP)

Takeaways from ASEAN - Investment Opportunities

Obama continues the 'pivot to Asia' by attending the ASEAN meeting in Laos. ASEAN is a critical component of SE Asian stability, partnership with...

David Riedel

10 Biggest Volume Jumpers in August Spanned Seven Sectors

Of the actively traded stocks listed on SGX, Singapore Medical Group saw the biggest jump in volume in August compared to its three-month average...

Singapore Exchange Ltd (SGX)

Singapore: GDP Grows by 1.8% in 1Q2016 Driven by Consumption Expenditure

Singapore’s GDP grew by 1.8% y-o-y in 1Q2016 similar to the growth experienced in the previous two quarters. Private consumption expenditure...

Rajan Govil

Yangzijiang Shipbuilding: Would You Bet On A 4.6% Tax-Exempt Dividend Yield In Less Than 45 Days?

Yangzijiang Shipbuilding is in focus after orders worth US$ 510 mln from ICBC Leasing.Trading at about 12% above its multi-year lows, the stock...

Ashish Saxena

China's Ship Subsidies from Hell

The BDI, the bulk index for dry commodities, has rebounded to 400 levels (still disastrous) from 300 levels a few weeks ago, with the small bounce...

Charles De Trenck

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